This document discusses how to effectively leverage Microsoft Project 2010 and SharePoint 2010 for project management success. It provides an overview of how to create a Microsoft Project plan, build a project management information system (PMIS) in SharePoint, and integrate Project information with SharePoint. Key points include: - Creating a Project plan in Microsoft Project once the work breakdown structure is developed - Establishing a SharePoint site upon project definition to serve as the centralized PMIS - Using SharePoint's tools to facilitate collaboration, tracking project status, and reporting through dashboards and synchronized data with Project

1. Effectively Leveraging Project 2010 with SharePoint 2010 for Project Management Success Dux Raymond Sy, PMP Watch Recorded Screencasthttp://www.vimeo.com/14987791

2. Presentation Objectives In this presentation, you will learn how to Effectively create a Microsoft Project Plan Create a SharePoint-based Project Management Information System (PMIS) Integrate Microsoft Project information with SharePoint Empower a project team to collaboratively share relevant information Build a project management dashboard in SharePoint

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9. Let’s Get Priorities in Order Tools don’t run projects Relevant project management process Responsible and accountable people Realize that Microsoft Project and SharePoint are tools Relevant project management process is necessary Project definition and initial planning is needed prior to using these tools Project Charter High-level Scope Work Breakdown Structure (WBS)

10. What is Microsoft Project 2010? A project management tool that supports Project Schedule development and management Planning Tracking Resource Management Project Reporting It assumes that youare familiar with aproject managementprocess

11. What is Microsoft SharePoint 2010? The business collaboration platform for the enterprise and the web Provides collaborative project management tools to Centralize project artifacts Streamline communication Generate relevant reports Interact with other Microsofttools

12. What’s a PMIS? A Project Management Information System (PMIS) is a standardized set of automated project management tools available within the organization and integrated into a system Used by the project management team to Support the generation and maintenance of project artifacts Facilitate communication and feedback Monitor project activities Control project changes Analyze and forecast project performance Contains real-time information essential for initiating, planning, executing, controlling, and closing a project

13. Agenda Is Microsoft Project with SharePoint the Silver Bullet? Effectively Initiating and Planning Projects Facilitating Efficient Team Collaboration Tracking and Reporting Relevant Project Status Questions and Answers

14. Create PMIS Upon Project Definition Project definition specifies the five w’s of the project and success criteria As soon as a project is defined, create a SharePoint site to serve as the PMIS Central repository for relevant project artifacts Controlled access to stakeholders Ideally, a SharePoint PMIS site template is utilized

15. How to Get Started with Project Planning The initial Work Breakdown Structure (WBS) has to be developed prior to utilizing Microsoft Project A WBS is a deliverable based grouping of project tasks An effective way to define and organize all of the work required to complete a project Project Planning 101: http://go.meetdux.com/v3qx

16. Create Microsoft Project Plan Once the WBS is created, create Microsoft Project Plan Watch: Effectively Planning, Tracking & Controlling Projects with Microsoft Project 2010 http://bit.ly/aB9vEi

17. Interactive Demonstration Creating a SharePoint PMIS and a Microsoft Project Plan

18. Agenda Is Microsoft Project with SharePoint the Silver Bullet? Effectively Initiating and Planning Projects Facilitating Efficient Team Collaboration Tracking and Reporting Relevant Project Status Questions and Answers

19. Project Collaboration What are typical collaborative activities project team members engage in?

20. SharePoint Provides Collaboration Tools Information Management Centralized Storage Version Control Check-in / Check-out Project Activities Requirements Gathering Meetings Documenting Lessons Learned Microsoft Office Integration

21. Example: SharePoint Calendar in Outlook

22. Interactive Demonstration Showcasing Collaboration Tools in SharePoint

23. Agenda Is Microsoft Project with SharePoint the Silver Bullet? Effectively Initiating and Planning Projects Facilitating Efficient Team Collaboration Tracking and Reporting Relevant Project Status Questions and Answers

24. What are you tracking? Typical areas that are tracked Schedule Budget Change Project tracking entails Monitoring Analyzing Correcting

25. Leveraging Microsoft Project with SharePoint? With Microsoft Project 2010 Schedule can be synched with a SharePoint project task list Custom fields can be synchronized as well This means that Project resources can enter updates in SharePoint Project managers can synchronize updates with Project Custom field information can be used to generate reports Project 2010 Sync with SharePoint: http://bit.ly/YJthK

26. Creating Reports or Dashboards Information from the project task list can be displayed in a dashboard through web parts SharePoint 2010 comes with out of the box charting web parts

27. Controlling Changes with Workflow Change request forms can be created with custom lists Workflows can be leveraged to facilitate the change control process

28. Interactive Demonstration Synchronize Microsoft Project 2010 with SharePointCreate a dashboard Utilize a change control system

29. Agenda Is Microsoft Project with SharePoint the Silver Bullet? Effectively Initiating and Planning Projects Facilitating Efficient Team Collaboration Tracking and Reporting Relevant Project Status Questions and Answers

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31. Thank You!